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Robert L White

Robert L White
Other Names: Robert White
Firm:
Type: Dual Registration

Description

Robert White is a financial professional at Financial Telesis, Inc., a broker-dealer with 410 registered representatives nationwide. Robert has held an industry securities registration for 12 years and is subject to SEC and FINRA oversight.

BrightScope Advisor Metrics

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Answers and Guides

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0 Answers and 0 Financial Guides

Top Answers

Robert L White has not answered any questions on Financial Q&A.

Top Guides

Robert L White has not contributed any Financial Guides on Financial Q&A.
*Answers and guides are provided without compensation.

Firm Client Types

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ownership pie chart
Pension and Profit Sharing Plans
Individuals
High Net Worth Individuals

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

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Employer Years Dates
Financial Telesis, Inc. 1 year, 1 month May 2012 - Present
AXA Advisors, LLC 11 years, 5 months Dec 2000 - May 2012
G.R. Rush & Company, PLLC 35 years, 6 months Dec 1977 - Present
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 10/04/2012, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

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Regulator
License Status
Registered
Registered
Disclosures

No Disclosures Found

No Disclosures Found

As of Date
10/04/2012
06/06/2012
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
*BrightScope is not endorsed by or affiliated with FINRA.

Advisor Exams

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Exam Series Passed Date
Uniform Securities Agent State Law Examination Series 63 01/31/2001
General Securities Representative Examination Series 7 01/17/2001
Non-Member General Securities Examination Series 2 02/04/1994
Uniform Investment Adviser Law Examination Series 65 12/09/1993

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees
  • Commissions